It’s simple – when per capita income is low and people don’t have enough money no one cares for brands. In other words, brands lose their value. In such cases, companies that provide cheaper items continue to do well. To be honest, I envisaged this during the time of covid itself. The same I commented on burgerking too. Moreover, this is after all an inner ware business which people don’t buy that frequently.
Posts tagged Value Pickr
Page industries (02-03-2024)
It’s simple – when per capita income is low and people don’t have enough money no one cares for brands. In other words, brands lose their value. In such cases, companies that provide cheaper items continue to do well. To be honest, I envisaged this during the time of covid itself. The same I commented on burgerking too. Moreover, this is after all an inner ware business which people don’t buy that frequently.
Tata Investment Corporation: Unusual discount to NAV (02-03-2024)
Just a wild guess.
Is this the reason for the recent run-up in Tata Inv ???
Again just a guess.
Tata Investment Corporation: Unusual discount to NAV (02-03-2024)
Just a wild guess.
Is this the reason for the recent run-up in Tata Inv ???
Again just a guess.
CL EDUCATE – Less Down side and unlimited upside (02-03-2024)
It difficult to call decency on one person as moat. If something happens to that person company is dead. Brand should survive with a process that makes probability of securing seat in IIMs. I generally buy company cheap so I don’t have to predict moats and how moats will evolve. This is very difficult industry
CL EDUCATE – Less Down side and unlimited upside (02-03-2024)
It difficult to call decency on one person as moat. If something happens to that person company is dead. Brand should survive with a process that makes probability of securing seat in IIMs. I generally buy company cheap so I don’t have to predict moats and how moats will evolve. This is very difficult industry
Microcap momentum portfolio (02-03-2024)
So vishwanath…where does this micro momentum pf stand today.
are you shuffling this micro pf too, on week basis ?
Would like to study in case there has been any changes.
Microcap momentum portfolio (02-03-2024)
So vishwanath…where does this micro momentum pf stand today.
are you shuffling this micro pf too, on week basis ?
Would like to study in case there has been any changes.
Page industries (02-03-2024)
The question that you still need to find answer for is “why zudio or blinkit is growing and Page not”. I have nothing against Page (it had been a 15 bagger for me from 2009 to 2014-15 BTW). The quest for finding the reasoning of anomalies (with an open mind) will help grow as investor.
Page industries (02-03-2024)
The question that you still need to find answer for is “why zudio or blinkit is growing and Page not”. I have nothing against Page (it had been a 15 bagger for me from 2009 to 2014-15 BTW). The quest for finding the reasoning of anomalies (with an open mind) will help grow as investor.